Pipelines & stages
Structure different sales processes with explicit pipelines and stages instead of a single undifferentiated lead list.
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Early Access capability
Leads & sales pipelines
Move leads through a clear sales process
Organize opportunities around pipelines, stages, ownership, activities, and the customer context needed for the next follow-up.
What this area covers
SALESKanban lead flow
See opportunities by stage and move through the sales process with a visual workflow.
Ownership & activities
Keep responsibility, follow-up activities, notes, tags, and customer timeline context close to each lead.
Adaptable lead data
Use custom fields and import tooling to fit lead records to the information your process actually needs.
How it fits together
From a new lead to the next responsible action
A lead can enter through a form or import, move into a pipeline and stage, accumulate activities and customer context, and then trigger repeatable workflow actions such as ownership updates, activity creation, tag changes, or field updates.
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Try these workflows with your own process
Join Early Access to evaluate the current product, or talk to the team about how this product area maps to your operation.